Purchases and Sales Made in Q4 2022 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q4 2022. The information is specifically focused on institutions that hold shares of H&R BLOCK INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
41+ 36.28% |
$1.5K - $1.79K
|
154
$8.26K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
31New |
$1.13K - $1.36K
|
31
$1.66K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27+ 16.17% |
$986 - $1.18K
|
194
$10.4K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25New |
$913 - $1.09K
|
25
$1.34K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
25New |
$913 - $1.09K
|
25
$1.34K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$840 - $1.01K
|
23
$1.23K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
23+ 20.35% |
$840 - $1.01K
|
136
$7.29K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21New |
$767 - $918
|
21
$1.13K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
20New |
$730 - $874
|
20
$1.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
19+ 118.75% |
$694 - $831
|
35
$1.88K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 0.75% |
$657 - $787
|
2.42K
$130K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17New |
$621 - $743
|
17
$912
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
16New |
$584 - $700
|
16
$858
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 94.12% |
$584 - $700
|
33
$1.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$511 - $612
|
14
$751
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
12+ 0.08% |
$438 - $525
|
14.8K
$793K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$329 - $393
|
9
$483
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4+ 0.04% |
$146 - $175
|
11.2K
$603K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.86% |
$110 - $131
|
351
$18.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.93% |
$73 - $87.4
|
216
$11.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$36.5 - $43.7
|
1
$53.6
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$36.5 - $43.7
|
1.97K
$106K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$36.5 - $43.7
|
1
$53.6
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1- -0.0% |
$36.5 - $43.7
|
31.8K
$1.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 2.22% |
$73 - $87.4
|
88
$4.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5- 3.97% |
$183 - $219
|
121
$6.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 7.14% |
$365 - $437
|
130
$6.97K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 10.19% |
$402 - $481
|
97
$5.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-11- 0.09% |
$402 - $481
|
11.7K
$626K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-12- 0.12% |
$438 - $525
|
10.2K
$547K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-61- 0.88% |
$2.23K - $2.67K
|
6.88K
$369K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-63- 0.45% |
$2.3K - $2.75K
|
13.8K
$739K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-90- 25.07% |
$3.29K - $3.93K
|
269
$14.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-100- 6.98% |
$3.65K - $4.37K
|
1.33K
$71.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-100- 0.18% |
$3.65K - $4.37K
|
54.1K
$2.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-112- 46.47% |
$4.09K - $4.9K
|
129
$6.92K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-114- 86.36% |
$4.16K - $4.98K
|
18
$965
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-125- 2.84% |
$4.56K - $5.47K
|
4.28K
$229K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-141- 14.76% |
$5.15K - $6.16K
|
814
$43.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 2.46% |
$5.48K - $6.56K
|
5.95K
$319K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-152- 69.41% |
$5.55K - $6.65K
|
67
$3.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-200- 1.37% |
$7.3K - $8.74K
|
14.4K
$772K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-222- 8.96% |
$8.11K - $9.71K
|
2.26K
$121K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-263- 1.81% |
$9.6K - $11.5K
|
14.3K
$766K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-266- 17.69% |
$9.71K - $11.6K
|
1.24K
$66.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-281- 9.25% |
$10.3K - $12.3K
|
2.76K
$148K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-299- 1.33% |
$10.9K - $13.1K
|
22.2K
$1.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-313- 2.38% |
$11.4K - $13.7K
|
12.8K
$688K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-332- 23.63% |
$12.1K - $14.5K
|
1.07K
$57.5K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-337- 5.11% |
$12.3K - $14.7K
|
6.26K
$335K
|